Market Value8,128,236,576
Total Holdings827
File Date2025-08-14
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
SOI / Solaris Oilfield Infrastructure, Inc.
CHDN / Churchill Downs Incorporated
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
GD / General Dynamics Corporation
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
ALLE / Allegion plc
PFF / iShares Trust - iShares Preferred and Income Securities ETF
NSA / National Storage Affiliates Trust
REET / iShares Trust - iShares Global REIT ETF
PSA / Public Storage
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
USB / U.S. Bancorp
V / Visa Inc.
PKG / Packaging Corporation of America
RPM / RPM International Inc.
RY / Royal Bank of Canada
CODI / Compass Diversified
CHX / ChampionX Corporation
SYK / Stryker Corporation
WTS / Watts Water Technologies, Inc.
VLO / Valero Energy Corporation
HXL / Hexcel Corporation
WMB / The Williams Companies, Inc.
WST / West Pharmaceutical Services, Inc.
CARY / Angel Oak Funds Trust - Angel Oak Income ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
SWTX / SpringWorks Therapeutics, Inc.
VTR / Ventas, Inc.
SWK / Stanley Black & Decker, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SKY / Champion Homes, Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
FLG / Flagstar Financial, Inc.
ET / Energy Transfer LP - Limited Partnership
BPMC / Blueprint Medicines Corporation
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
TSVT / 2seventy bio, Inc.
DLB / Dolby Laboratories, Inc.
FLYW / Flywire Corporation
CVCO / Cavco Industries, Inc.
GOLD / Barrick Mining Corporation
GTLS / Chart Industries, Inc.
CXT / Crane NXT, Co.
BOTJ / Bank of the James Financial Group, Inc.
ALGM / Allegro MicroSystems, Inc.
WSC / WillScot Holdings Corporation
FPEI / First Trust Exchange-Traded Fund III - First Trust Institutional Preferred Securities and Income ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CSGP / CoStar Group, Inc.
TTC / The Toro Company
IFF / International Flavors & Fragrances Inc.
HTBK / Heritage Commerce Corp
AMD / Advanced Micro Devices, Inc.
PLTR / Palantir Technologies Inc.
VRT / Vertiv Holdings Co
SLB / Schlumberger Limited
INTC / Intel Corporation
QQQ / Invesco QQQ Trust, Series 1
IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
OKE / ONEOK, Inc.
EQR / Equity Residential
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
ORI / Old Republic International Corporation
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
WABC / Westamerica Bancorporation
CPAY / Corpay, Inc.
CENTA / Central Garden & Pet Company
RTO / Rentokil Initial plc - Depositary Receipt (Common Stock)
URNM / Sprott Funds Trust - Sprott Uranium Miners ETF
CCCS / CCC Intelligent Solutions Holdings Inc.
ALSN / Allison Transmission Holdings, Inc.
EBAY / eBay Inc.
TMUS / T-Mobile US, Inc.
WTW / Willis Towers Watson Public Limited Company
DGX / Quest Diagnostics Incorporated
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CDXS / Codexis, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
KR / The Kroger Co.
LDOS / Leidos Holdings, Inc.
JPM / JPMorgan Chase & Co.
GOOGL / Alphabet Inc.
ADI / Analog Devices, Inc.
BBY / Best Buy Co., Inc.
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
DVY / iShares Trust - iShares Select Dividend ETF
EWJ / iShares, Inc. - iShares MSCI Japan ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
SF / Stifel Financial Corp.
RRC / Range Resources Corporation
ULTA / Ulta Beauty, Inc.
CRWD / CrowdStrike Holdings, Inc.
GLD / SPDR Gold Trust
UFPI / UFP Industries, Inc.
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
KRE / SPDR Series Trust - SPDR S&P Regional Banking ETF
TOL / Toll Brothers, Inc.
VIS / Vanguard World Fund - Vanguard Industrials ETF
RSG / Republic Services, Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
LULU / lululemon athletica inc.
CHRD / Chord Energy Corporation
FVCB / FVCBankcorp, Inc.
STT / State Street Corporation
GEV / GE Vernova Inc.
ACGL / Arch Capital Group Ltd.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
BXSL / Blackstone Secured Lending Fund
TD / The Toronto-Dominion Bank
IBKR / Interactive Brokers Group, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
SW / Smurfit Westrock Plc
ALL / The Allstate Corporation
GLP / Global Partners LP - Limited Partnership
PGR / The Progressive Corporation
LEN / Lennar Corporation
SBUX / Starbucks Corporation
ENB / Enbridge Inc.
LYB / LyondellBasell Industries N.V.
EXP / Eagle Materials Inc.
AMGN / Amgen Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
PNFP / Pinnacle Financial Partners, Inc.
CRM / Salesforce, Inc.
TROW / T. Rowe Price Group, Inc.
DE / Deere & Company
TTEK / Tetra Tech, Inc.
SNA / Snap-on Incorporated
VPU / Vanguard World Fund - Vanguard Utilities ETF
HUM / Humana Inc.
FAST / Fastenal Company
SHOP / Shopify Inc.
JCI / Johnson Controls International plc
VOX / Vanguard World Fund - Vanguard Communication Services ETF
APP / AppLovin Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
PASG / Passage Bio, Inc.
ABT / Abbott Laboratories
HON / Honeywell International Inc.
GPI / Group 1 Automotive, Inc.
GILD / Gilead Sciences, Inc.
ACM / AECOM
ROK / Rockwell Automation, Inc.
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
CCJ / Cameco Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
PHYS / Sprott Physical Gold Trust
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
BG / Bunge Global SA
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
EXPD / Expeditors International of Washington, Inc.
FNF / Fidelity National Financial, Inc.
EA / Electronic Arts Inc.
PATK / Patrick Industries, Inc.
ABCB / Ameris Bancorp
HPE.PRC / Hewlett Packard Enterprise Company - Preferred Security
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
TW / Tradeweb Markets Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
SAGE / Sage Therapeutics, Inc.
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
A / Agilent Technologies, Inc.
CVX / Chevron Corporation
CMCSA / Comcast Corporation
PIPR / Piper Sandler Companies
BN / Brookfield Corporation
CHTR / Charter Communications, Inc.
BTC / Grayscale Bitcoin Mini Trust
NEU / NewMarket Corporation
SNDR / Schneider National, Inc.
HWM / Howmet Aerospace Inc.
BA / The Boeing Company
APH / Amphenol Corporation
TEL / TE Connectivity plc
LNT / Alliant Energy Corporation
GNRC / Generac Holdings Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
AME / AMETEK, Inc.
ETN / Eaton Corporation plc
ENSG / The Ensign Group, Inc.
HPE / Hewlett Packard Enterprise Company
AVY / Avery Dennison Corporation
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
VRSK / Verisk Analytics, Inc.
MRK / Merck & Co., Inc.
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
INTA / Intapp, Inc.
DORM / Dorman Products, Inc.
DUK / Duke Energy Corporation
CAC / Camden National Corporation
LMT / Lockheed Martin Corporation
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
LOPE / Grand Canyon Education, Inc.
EME / EMCOR Group, Inc.
ENTG / Entegris, Inc.
SUPN / Supernus Pharmaceuticals, Inc.
TT / Trane Technologies plc
MORN / Morningstar, Inc.
COR / Cencora, Inc.
SPXC / SPX Technologies, Inc.
MSTR / Strategy Inc
ORCL / Oracle Corporation
CMI / Cummins Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
AEM / Agnico Eagle Mines Limited
VIAV / Viavi Solutions Inc.
CBT / Cabot Corporation
XYL / Xylem Inc.
KEY / KeyCorp
NXPI / NXP Semiconductors N.V.
RFI / Cohen & Steers Total Return Realty Fund, Inc.
BCRX / BioCryst Pharmaceuticals, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
NKE / NIKE, Inc.
DMLP / Dorchester Minerals, L.P. - Limited Partnership
IBB / iShares Trust - iShares Biotechnology ETF
PRU / Prudential Financial, Inc.
USPH / U.S. Physical Therapy, Inc.
WM / Waste Management, Inc.
GLW / Corning Incorporated
IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
DOV / Dover Corporation
CPNG / Coupang, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
MPWR / Monolithic Power Systems, Inc.
AMZN / Amazon.com, Inc.
VCYT / Veracyte, Inc.
HUBB / Hubbell Incorporated
CYBR / CyberArk Software Ltd.
MUB / iShares Trust - iShares National Muni Bond ETF
PSQ / ProShares Trust - ProShares Short QQQ
AIRR / First Trust Exchange-Traded Fund VI - First Trust RBA American Industrial Renaissance ETF
BMEZ / BlackRock Health Sciences Term Trust
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SPG / Simon Property Group, Inc.
LPLA / LPL Financial Holdings Inc.
FTNT / Fortinet, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
CCK / Crown Holdings, Inc.
BRK.A / Berkshire Hathaway Inc.
HQY / HealthEquity, Inc.
NEM / Newmont Corporation
STRL / Sterling Infrastructure, Inc.
STLD / Steel Dynamics, Inc.
WPM / Wheaton Precious Metals Corp.
CVS / CVS Health Corporation
AGM / Federal Agricultural Mortgage Corporation
TPL / Texas Pacific Land Corporation
KLAC / KLA Corporation
MMM / 3M Company
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
APO / Apollo Global Management, Inc.
NTRS / Northern Trust Corporation
NOW / ServiceNow, Inc.
INBK / First Internet Bancorp
UL / Unilever PLC - Depositary Receipt (Common Stock)
CPRT / Copart, Inc.
IQV / IQVIA Holdings Inc.
GHI / Greystone Housing Impact Investors LP
PJT / PJT Partners Inc.
ESBA / Empire State Realty OP, L.P. - Limited Partnership
VDE / Vanguard World Fund - Vanguard Energy ETF
LYV / Live Nation Entertainment, Inc.
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
VMC / Vulcan Materials Company
EFX / Equifax Inc.
VCEL / Vericel Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VRTX / Vertex Pharmaceuticals Incorporated
MSI / Motorola Solutions, Inc.
SPOT / Spotify Technology S.A.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
EVLN / Morgan Stanley ETF Trust - Eaton Vance Floating-Rate ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
GGG / Graco Inc.
CRH / CRH plc
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
BAP / Credicorp Ltd.
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
EIPX / First Trust Exchange-Traded Fund IV - FT Energy Income Partners Strategy ETF
FANG / Diamondback Energy, Inc.
UNP / Union Pacific Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SIGI / Selective Insurance Group, Inc.
PM / Philip Morris International Inc.
MLM / Martin Marietta Materials, Inc.
IWR / iShares Trust - iShares Russell Mid-Cap ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
AZO / AutoZone, Inc.
JAZZ / Jazz Pharmaceuticals plc
MCI / Barings Corporate Investors
BK / The Bank of New York Mellon Corporation
CDNS / Cadence Design Systems, Inc.
GMED / Globus Medical, Inc.
AMAT / Applied Materials, Inc.
RHP / Ryman Hospitality Properties, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
NEO / NeoGenomics, Inc.
MDLZ / Mondelez International, Inc.
BRO / Brown & Brown, Inc.
KMI / Kinder Morgan, Inc.
CHD / Church & Dwight Co., Inc.
BAC / Bank of America Corporation
SCHW / The Charles Schwab Corporation
CMA / Comerica Incorporated
PNC / The PNC Financial Services Group, Inc.
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
IT / Gartner, Inc.
NWE / NorthWestern Energy Group, Inc.
PWR / Quanta Services, Inc.
SOLV / Solventum Corporation
CSL / Carlisle Companies Incorporated
GEHC / GE HealthCare Technologies Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
BLK / BlackRock, Inc.
AON / Aon plc
BMY / Bristol-Myers Squibb Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
BOW / Bowhead Specialty Holdings Inc.
EOG / EOG Resources, Inc.
SGDJ / Sprott Funds Trust - Sprott Junior Gold Miners ETF
META / Meta Platforms, Inc.
AORT / Artivion, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
LOW / Lowe's Companies, Inc.
CP / Canadian Pacific Kansas City Limited
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
TTWO / Take-Two Interactive Software, Inc.
EQT / EQT Corporation
AMT / American Tower Corporation
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
BJ / BJ's Wholesale Club Holdings, Inc.
LIN / Linde plc
GIS / General Mills, Inc.
NDSN / Nordson Corporation
T / AT&T Inc.
GL / Globe Life Inc.
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
MATX / Matson, Inc.
MSCI / MSCI Inc.
LHX / L3Harris Technologies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
NSC / Norfolk Southern Corporation
CMS / CMS Energy Corporation
STZ / Constellation Brands, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
CCI / Crown Castle Inc.
MAR / Marriott International, Inc.
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
BR / Broadridge Financial Solutions, Inc.
INTU / Intuit Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FI / Fiserv, Inc.
WFC / Wells Fargo & Company
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
MA / Mastercard Incorporated
CBRE / CBRE Group, Inc.
FHN / First Horizon Corporation
SAMT / The Advisors' Inner Circle Fund III - Strategas Macro Thematic Opportunities ETF
CCEP / Coca-Cola Europacific Partners PLC
VEEV / Veeva Systems Inc.
SHEL / Shell plc - Depositary Receipt (Common Stock)
BKNG / Booking Holdings Inc.
KMB / Kimberly-Clark Corporation
AMP / Ameriprise Financial, Inc.
GBTC / Grayscale Bitcoin Trust (BTC)
IEX / IDEX Corporation
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
CTAS / Cintas Corporation
IRT / Independence Realty Trust, Inc.
UMBF / UMB Financial Corporation
CL / Colgate-Palmolive Company
MU / Micron Technology, Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
TDG / TransDigm Group Incorporated
UEC / Uranium Energy Corp.
VHT / Vanguard World Fund - Vanguard Health Care ETF
MNST / Monster Beverage Corporation
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
WEX / WEX Inc.
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
UBER / Uber Technologies, Inc.
AFL / Aflac Incorporated
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
FFIV / F5, Inc.
APD / Air Products and Chemicals, Inc.
LRCX / Lam Research Corporation
VYGR / Voyager Therapeutics, Inc.
FDX / FedEx Corporation
RMD / ResMed Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
RARE / Ultragenyx Pharmaceutical Inc.
NVT / nVent Electric plc
SFM / Sprouts Farmers Market, Inc.
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
FBTC / Fidelity Wise Origin Bitcoin Fund
HLI / Houlihan Lokey, Inc.
EBC / Eastern Bankshares, Inc.
MDT / Medtronic plc
DXCM / DexCom, Inc.
OWL / Blue Owl Capital Inc.
HOLX / Hologic, Inc.
IDA / IDACORP, Inc.
JHG / Janus Henderson Group plc
LLY / Eli Lilly and Company
KEYS / Keysight Technologies, Inc.
RTX / RTX Corporation
FCX / Freeport-McMoRan Inc.
GS / The Goldman Sachs Group, Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
WRB / W. R. Berkley Corporation
RYTM / Rhythm Pharmaceuticals, Inc.
AMCR / Amcor plc
YUM / Yum! Brands, Inc.
TJX / The TJX Companies, Inc.
ECL / Ecolab Inc.
STE / STERIS plc
SAP / SAP SE - Depositary Receipt (Common Stock)
FICO / Fair Isaac Corporation
MDY / SPDR S&P MidCap 400 ETF Trust
HD / The Home Depot, Inc.
PPG / PPG Industries, Inc.
ROL / Rollins, Inc.
MEDP / Medpace Holdings, Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
ES / Eversource Energy
MTB / M&T Bank Corporation
CR / Crane Company
ROST / Ross Stores, Inc.
SHBI / Shore Bancshares, Inc.
WASH / Washington Trust Bancorp, Inc.
ANET / Arista Networks Inc
BRKL / Brookline Bancorp, Inc.
PSLV / Sprott Physical Silver Trust
FIW / First Trust Exchange-Traded Fund - First Trust Water ETF
FNV / Franco-Nevada Corporation
IP / International Paper Company
COP / ConocoPhillips
ISRG / Intuitive Surgical, Inc.
ADBE / Adobe Inc.
EW / Edwards Lifesciences Corporation
PH / Parker-Hannifin Corporation
WY / Weyerhaeuser Company
IAU / iShares Gold Trust
EPAC / Enerpac Tool Group Corp.
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
PLD / Prologis, Inc.
MCO / Moody's Corporation
TTD / The Trade Desk, Inc.
CME / CME Group Inc.
MCD / McDonald's Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XOM / Exxon Mobil Corporation
SYBX / Synlogic, Inc.
VZ / Verizon Communications Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
OXY / Occidental Petroleum Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
AAPL / Apple Inc.
PANW / Palo Alto Networks, Inc.
WMT / Walmart Inc.
KO / The Coca-Cola Company
HPQ / HP Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
WEC / WEC Energy Group, Inc.
PG / The Procter & Gamble Company
CDRE / Cadre Holdings, Inc.
DLTR / Dollar Tree, Inc.
URI / United Rentals, Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
ALLY / Ally Financial Inc.
COF / Capital One Financial Corporation
FIX / Comfort Systems USA, Inc.
FHTX / Foghorn Therapeutics Inc.
FTV / Fortive Corporation
GM / General Motors Company
URA / Global X Funds - Global X Uranium ETF
SIL / Global X Funds - Global X Silver Miners ETF
GBCI / Glacier Bancorp, Inc.
HEI / HEICO Corporation
MMIN / New York Life Investments Active ETF Trust - NYLI MacKay Muni Insured ETF
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
IONS / Ionis Pharmaceuticals, Inc.
SLV / iShares Silver Trust
IDV / iShares Trust - iShares International Select Dividend ETF
MTX / Minerals Technologies Inc.
PFGC / Performance Food Group Company
PDM / Piedmont Realty Trust, Inc.
QSR / Restaurant Brands International Inc.
REGN / Regeneron Pharmaceuticals, Inc.
SSNC / SS&C Technologies Holdings, Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
HLMN / Hillman Solutions Corp.
EXPO / Exponent, Inc.
AMLP / ALPS ETF Trust - Alerian MLP ETF
TMO / Thermo Fisher Scientific Inc.
ODFL / Old Dominion Freight Line, Inc.
CTRA / Coterra Energy Inc.
BLD / TopBuild Corp.
PMN / ProMIS Neurosciences, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
ARQT / Arcutis Biotherapeutics, Inc.
BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
CBZ / CBIZ, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
TSCO / Tractor Supply Company
DOW / Dow Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
QCOM / QUALCOMM Incorporated
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
BCO / The Brink's Company
IWD / iShares Trust - iShares Russell 1000 Value ETF
CATY / Cathay General Bancorp
BX / Blackstone Inc.
GOOG / Alphabet Inc.
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
CARR / Carrier Global Corporation
HALO / Halozyme Therapeutics, Inc.
NOVT / Novanta Inc.
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TILE / Interface, Inc.
MGY / Magnolia Oil & Gas Corporation
IBM / International Business Machines Corporation
IRON / Disc Medicine, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
ROP / Roper Technologies, Inc.
DAL / Delta Air Lines, Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
PCAR / PACCAR Inc
CRNX / Crinetics Pharmaceuticals, Inc.
EDIV / SPDR Index Shares Funds - SPDR S&P Emerging Markets Dividend ETF
PAYX / Paychex, Inc.
ED / Consolidated Edison, Inc.
CNC / Centene Corporation
RGEF / Tidal Trust III - Rockefeller Global Equity ETF
JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
SAND / Sandstorm Gold Ltd.
HLT / Hilton Worldwide Holdings Inc.
ZTS / Zoetis Inc.
PYPL / PayPal Holdings, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
CI / The Cigna Group
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
DSGX / The Descartes Systems Group Inc.
TRV / The Travelers Companies, Inc.
ELV / Elevance Health, Inc.
GWW / W.W. Grainger, Inc.
CLX / The Clorox Company
WBD / Warner Bros. Discovery, Inc.
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
ABBV / AbbVie Inc.
MO / Altria Group, Inc.
AEIS / Advanced Energy Industries, Inc.
SCI / Service Corporation International
CBSH / Commerce Bancshares, Inc.
ATRC / AtriCure, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
MCHP / Microchip Technology Incorporated
OCFC / OceanFirst Financial Corp.
CBOE / Cboe Global Markets, Inc.
BDX / Becton, Dickinson and Company
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
MPC / Marathon Petroleum Corporation
VRSN / VeriSign, Inc.
DELL / Dell Technologies Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
NFLX / Netflix, Inc.
FTAI / FTAI Aviation Ltd.
APPF / AppFolio, Inc.
DIS / The Walt Disney Company
MET / MetLife, Inc.
DUOL / Duolingo, Inc.
GE / General Electric Company
IR / Ingersoll Rand Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GPC / Genuine Parts Company
NOC / Northrop Grumman Corporation
MTSI / MACOM Technology Solutions Holdings, Inc.
FITB / Fifth Third Bancorp
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
AEP / American Electric Power Company, Inc.
TRMB / Trimble Inc.
ADC / Agree Realty Corporation
GTES / Gates Industrial Corporation plc
GSK / GSK plc - Depositary Receipt (Common Stock)
CSCO / Cisco Systems, Inc.
BAH / Booz Allen Hamilton Holding Corporation
ICE / Intercontinental Exchange, Inc.
MS / Morgan Stanley
BAM / Brookfield Asset Management Ltd.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
SO / The Southern Company
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
CAT / Caterpillar Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
BSX / Boston Scientific Corporation
LW / Lamb Weston Holdings, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
ATUS / Altice USA, Inc.
ZBH / Zimmer Biomet Holdings, Inc.
MKC / McCormick & Company, Incorporated
IVW / iShares Trust - iShares S&P 500 Growth ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
AXON / Axon Enterprise, Inc.
SPY / SPDR S&P 500 ETF
AVB / AvalonBay Communities, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PEG / Public Service Enterprise Group Incorporated
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
JNJ / Johnson & Johnson
VNOM / Viper Energy, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BIIB / Biogen Inc.
EQIX / Equinix, Inc.
TGT / Target Corporation
IRM / Iron Mountain Incorporated
DD / DuPont de Nemours, Inc.
FCN / FTI Consulting, Inc.
INSM / Insmed Incorporated
ALC / Alcon Inc.
AJG / Arthur J. Gallagher & Co.
RBC / RBC Bearings Incorporated
EXG / Eaton Vance Tax-Managed Global Diversified Equity Income Fund
NDAQ / Nasdaq, Inc.
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
LNG / Cheniere Energy, Inc.
CTSH / Cognizant Technology Solutions Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
PAR / PAR Technology Corporation
ITT / ITT Inc.
LUV / Southwest Airlines Co.
WDAY / Workday, Inc.
AOS / A. O. Smith Corporation
UPS / United Parcel Service, Inc.
CMG / Chipotle Mexican Grill, Inc.
CSX / CSX Corporation
VLY / Valley National Bancorp
FERG / Ferguson Enterprises Inc.
DVN / Devon Energy Corporation
PAAA / PGIM ETF Trust - PGIM AAA CLO ETF
HSY / The Hershey Company
SHW / The Sherwin-Williams Company
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
GENI / Genius Sports Limited
CFG / Citizens Financial Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ETR / Entergy Corporation
MELI / MercadoLibre, Inc.
DHR / Danaher Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
BALL / Ball Corporation
NYT / The New York Times Company
UNH / UnitedHealth Group Incorporated
BRK.B / Berkshire Hathaway Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
SITE / SiteOne Landscape Supply, Inc.
CWST / Casella Waste Systems, Inc.
AUB / Atlantic Union Bankshares Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
CB / Chubb Limited
ITGR / Integer Holdings Corporation
MCK / McKesson Corporation
SSB / SouthState Corporation
PHM / PulteGroup, Inc.
FIS / Fidelity National Information Services, Inc.
C / Citigroup Inc.
MTDR / Matador Resources Company
GRMN / Garmin Ltd.
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
AVNT / Avient Corporation
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
CCB / Coastal Financial Corporation
PAYC / Paycom Software, Inc.
MRVL / Marvell Technology, Inc.
CEG / Constellation Energy Corporation
IDXX / IDEXX Laboratories, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
KNX / Knight-Swift Transportation Holdings Inc.
MBB / iShares Trust - iShares MBS ETF
ICF / iShares Trust - iShares Select U.S. REIT ETF
WSO / Watsco, Inc.
MTD / Mettler-Toledo International Inc.
DHI / D.R. Horton, Inc.
VOYA / Voya Financial, Inc.
SNPS / Synopsys, Inc.
OTIS / Otis Worldwide Corporation
CNM / Core & Main, Inc.
CDW / CDW Corporation
DOC / Healthpeak Properties, Inc.
PSX / Phillips 66
PB / Prosperity Bancshares, Inc.
DTE / DTE Energy Company
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
PR / Permian Resources Corporation
CNI / Canadian National Railway Company
CNQ / Canadian Natural Resources Limited
SPGI / S&P Global Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
MMC / Marsh & McLennan Companies, Inc.
UBS / UBS Group AG
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
APLS / Apellis Pharmaceuticals, Inc.
VOTE / TCW ETF Trust - TCW Transform 500 ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
PRIM / Primoris Services Corporation
KNSL / Kinsale Capital Group, Inc.
RVMD / Revolution Medicines, Inc.
ACN / Accenture plc
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
ATR / AptarGroup, Inc.
NRIX / Nurix Therapeutics, Inc.
ARES / Ares Management Corporation
DDOG / Datadog, Inc.
WELL / Welltower Inc.
VERV / Verve Therapeutics, Inc.
WTRG / Essential Utilities, Inc.
FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
TXN / Texas Instruments Incorporated
BRBS / Blue Ridge Bankshares, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
FULC / Fulcrum Therapeutics, Inc.
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
TFC / Truist Financial Corporation
VLTO / Veralto Corporation
PEP / PepsiCo, Inc.
SAGP / The Advisors' Inner Circle Fund III - Strategas Global Policy Opportunities ETF
SLGN / Silgan Holdings Inc.
BCPC / Balchem Corporation
AZTA / Azenta, Inc.
HII / Huntington Ingalls Industries, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
ADP / Automatic Data Processing, Inc.
FSLR / First Solar, Inc.
PFE / Pfizer Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NVDA / NVIDIA Corporation
HUBS / HubSpot, Inc.
SRE / Sempra
AVGO / Broadcom Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
COST / Costco Wholesale Corporation
AAXJ / iShares Trust - iShares MSCI All Country Asia ex Japan ETF
HES / Hess Corporation
WCN / Waste Connections, Inc.
ADSK / Autodesk, Inc.
AR / Antero Resources Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
STAG / STAG Industrial, Inc.
ANSS / ANSYS, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CTVA / Corteva, Inc.
YUMC / Yum China Holdings, Inc.
OMC / Omnicom Group Inc.
CHKP / Check Point Software Technologies Ltd.
SYY / Sysco Corporation
CASY / Casey's General Stores, Inc.
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
IWM / iShares Trust - iShares Russell 2000 ETF
TER / Teradyne, Inc.
F / Ford Motor Company
RF / Regions Financial Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
MSFT / Microsoft Corporation
COMP / Compass, Inc.
IBOC / International Bancshares Corporation
PLRX / Pliant Therapeutics, Inc.
KVUE / Kenvue Inc.
ITCI / Intra-Cellular Therapies, Inc.
SLAB / Silicon Laboratories Inc.
SAIA / Saia, Inc.
GPOR / Gulfport Energy Corporation
AWK / American Water Works Company, Inc.
TSLA / Tesla, Inc.
ULS / UL Solutions Inc.
BOOT / Boot Barn Holdings, Inc.
FSS / Federal Signal Corporation
PHAT / Phathom Pharmaceuticals, Inc.
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
EXE / Expand Energy Corporation
TPH / Tri Pointe Homes, Inc.
UI / Ubiquiti Inc.
WBS / Webster Financial Corporation
B / Barrick Mining Corporation
VBIL / Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF
RLAY / Relay Therapeutics, Inc.
NBIX / Neurocrine Biosciences, Inc.
TXRH / Texas Roadhouse, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CACI / CACI International Inc
CRS / Carpenter Technology Corporation
0I14 / Cognex Corporation
IBIT / iShares Bitcoin Trust ETF
MRNA / Moderna, Inc.
ORLY / O'Reilly Automotive, Inc.
LAD / Lithia Motors, Inc.
ALNY / Alnylam Pharmaceuticals, Inc.
AIT / Applied Industrial Technologies, Inc.
HMN / Horace Mann Educators Corporation
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TTMI / TTM Technologies, Inc.
WAT / Waters Corporation
ALKT / Alkami Technology, Inc.
AHH / Armada Hoffler Properties, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
FWRG / First Watch Restaurant Group, Inc.
APG / APi Group Corporation
DCO / Ducommun Incorporated
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
IMAX / IMAX Corporation
SFBS / ServisFirst Bancshares, Inc.
SBCF / Seacoast Banking Corporation of Florida
LITE / Lumentum Holdings Inc.
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
MKTX / MarketAxess Holdings Inc.
INDA / iShares Trust - iShares MSCI India ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
IWV / iShares Trust - iShares Russell 3000 ETF
SNOW / Snowflake Inc.
OTF / Blue Owl Technology Finance Corp.
AXP / American Express Company